Donna Stefans
Donna Stefans is a registered investment advisor at Cetera Investment Advisers LLC, based in Woodbury, NY, with 33 years of industry experience. Donna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
137 Woodbury Rd, Woodbury, NY, 11797
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Donna is an attorney specializing in estate planning and trusts, and also works as a tax preparer. She is also a non-active real estate broker and independent insurance agent selling life, accident, health, and long-term care insurance, dedicating a few hours per week to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
Occ DistributorsBroker
Reliastar Financial Marketing CORP.Broker
State Registrations15 states
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